Forecast Dashboard Export as a graph

When trying to export the Deals Forecast Dashboard (Standard) to PDF, it converts from the graphical bar view, to a list view of all the Deals that make up the forecast. Losing that graphical representation is a serious downgrade in the UX.

HubSpot updates
1 Reply
Mana
New Contributor

The Board Deal view is one of the best features in Hubspot. that I am saying as an experienced sales manager who had worked with other tools for the past 15 years.

 

the reason is that it gives a REAL view of the funnel as imagined in our head. not lines and columns. it is easy to capture the essence of the funnel and easy to move deals between stages.

 

exporting it graphically as requested is extremely useful for management reports, w/o/w reporting and tracking etc. It would be fantastic if you guys can do it ASAP.

 

thanks

Mana Yellin